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Experienced Senior Performance Analyst with a demonstrated history of working in the investment management industry. Skilled in Budgeting, Analytical Skills, FactSet, Asset Management, and Equities. Strong business development professional graduated from University of Minnesota.
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Accounting AssistantNortheast Youth & Family Services Jul 2019 - Feb 2023 -
Senior Performance AnalystColumbia Management Dec 2007 - Jun 2017Began Career at IDS (Columbia's roots can be traced back to Investor Diversified Services) in Client Payments Team.Position soon evolved into an Financial Analyst role in the Controller's group with after-work coursework in accounting and taxation serving as catalyst. Was responsible for reporting expenses incurred by the department as well as transferring them to the product companies using activity-based costing. Also assisted in department planning and budgeting. Maintained, designed and tested Excel and Access databases used for calculating the Investment Professional's variable compensation based on fund performance. Aggressive and efficient management of my functions effectively cut two to three days per month off the process. The Investment Department variable compensation function of my previous Fianacial Analyst role in the Controller's group, was requiring more and more performance analysis and so my role progressed into a performance role in the Business Systems Group in 2001. In 2005 I was promoted to my current position as Senior Performance Analyst for Investment Department Performance Analytics Group. I am a chief source for performance information for RFP;s and client/marketing reporting requests. Provide Attribution, details of positioning and caputuring alpha through our portfolio management. Support a full spectrum of Investment Management strategies, including Equity, Fixed, Balanced, Hedged and Domestic and International. Experienced using Lipper, Morningstar, Blackrock, Factset, Bloomberg, Evestment Alliance and other performance systems. Create GIPS® compliant Composite Presentations and ensure marketing materials are GIPS® compliant through GIPS reviews. Involved in the development and maintenance of a performance attribution system (PAS) that can be customized to meet client's reporting needs.
David Gullickson Skills
David Gullickson Education Details
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University Of MinnesotaJournalism; Accounting
Frequently Asked Questions about David Gullickson
What is David Gullickson's role at the current company?
David Gullickson's current role is Investment Performance Analyst.
What is David Gullickson's email address?
David Gullickson's email address is da****@****dle.com
What schools did David Gullickson attend?
David Gullickson attended University Of Minnesota, Iowa State University.
What skills is David Gullickson known for?
David Gullickson has skills like Factset, Access, Portfolio Management, Financial Analysis, Equities, Mutual Funds, Fixed Income, Bloomberg, Process Improvement, Analysis, Budgets, Performance Attribution.
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2msa-ps.com, vierbicher.com
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David Gullickson
Formerly Accountant At Northeast Youth & Family Services, Currently Open To Part-Time Opportunities OnlyMinneapolis, Mn -
David Gullickson
Spanaway, Wa1lakefieldvet.com -
1zuken.com
2 +197869XXXXX
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